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Hunter T. Coombe

Advisor at Fidelity — Monroe, MI

Updated today

Credentials

Series 66

Experience

4 years

Location

Monroe, MI

Fidelity logo

Fidelity

Institution

Total advisors

17,137

Across 1,881 offices

Clients per advisor

140 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Hunter Coombe is a financial advisor at Fidelity with four years of industry experience and holds a Series 66 designation. His prior work includes roles at Minnesota Life Insurance Company, Securian Financial Services, and DoorDash. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios. The firm is known for its use of systematic methodologies, formal advisory roles to multiple registered investment companies, and integration of AI and algorithmic methods in its investment process.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Monroe, MI

Monroe MI

Advisors at this office

1

Most active in

Michigan

Work history

4 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

FIdelity Investments

2022 - Present • 4 years

Covington, KY

Minnesota Life Insurance Co

2021 - 2022 • 1 year

St Paul, MN

Securian Financial Services Inc

2021 - 2022 • 1 year

St Paul, MN

Securian Financial Advisors of the Great Lakes

2021 - 2022 • 1 year

Okemos, MI

DoorDash

2021 - 2022 • 1 year

San Francisco, CA

Unemployed

2020 - 2022 • 2 years

Monroe, MI

Michigan State University

2016 - 2020 • 4 years

East Lansing, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary B

Series 63, Series 65

Temperance, MI

Precision Wealth Advisors

Zachary Berry Sr. is a financial advisor at Precision Wealth Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services LLC, Northwestern Mutual, Verizon Wireless, and UPS. Precision Wealth Advisors LLC provides discretionary and non-discretionary portfolio management services to individual and high-net-worth clients, focusing on tailored investment strategies using ETFs, mutual funds, equities, and fixed income. The firm combines fundamental and technical analysis with modern portfolio theory and emphasizes long-term trading, offering clients ongoing portfolio monitoring and regular reporting.

Passive / index investing
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Dominic P

CFP®, Series 63

Temperance, MI

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Dominic Pisanti is a CFP®-certified financial advisor with eight years of industry experience. He is the principal of Forge Advisory LLC, an independent firm he founded in 2026. Prior to this, he held roles at Northwestern Mutual and Mass Mutual, among others. He is also licensed as an insurance broker and engages in outside insurance sales. Forge Advisory LLC provides discretionary portfolio management and financial planning for individual and high-net-worth clients. The firm emphasizes tailored Investment Policy Statements and combines fundamental and quantitative analysis with modern portfolio theory to construct customized portfolios.

Wealth management Real estate investing Annuities
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Shanyn S

Series 63, Series 65

Lambertville, MI

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Shanyn Stewart is a financial advisor with Advanced Financial Management, Inc. in Lambertville, MI, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. Prior to her current role since 2020, she spent nine years at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. Outside of advisory work, she is an ordained minister who speaks on biblical topics and is involved in several business ventures, including accounting and tax services, an apparel company, and retail operations. Advanced Financial Management, Inc. serves individual and high-net-worth clients as well as small businesses, offering financial planning, consulting, and portfolio management. The firm uses an asset-allocation framework and proprietary model portfolios managed through third-party sub-advisers, with frequent monitoring and rebalancing.

General tax planning Retirement income strategy Income planning
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Adam M

Series 63, Series 65

Monroe, MI

River Raisin Investment Partners, Inc.

Adam McLaughlin is a financial advisor with River Raisin Investment Partners, Inc. in Monroe, MI, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He worked at LPL Financial for 10 years prior to joining his current firm in 2019. He serves as an alternate board member for the Monroe Charter Township Zoning Board of Appeals. River Raisin Investment Partners serves individual and high-net-worth clients, offering portfolio management and financial planning with an individualized asset-allocation approach that typically involves exchange-traded funds and a mix of fundamental, technical, and tactical analysis.

General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Anthony H

Series 65

Monroe, MI

Harwood Investment Strategies, L.L.C.

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Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Scott B

Series 63, Series 66

Monroe, MI

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General retirement planning Retirement withdrawal strategies Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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